Kinetic 2024.2.7 how to call the newest Quote Form after clicking "Create Quote" in Case Entry

Kinetic ERP
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Kinetic 2024.2.7 how to call the newest Quote Form after clicking Create Quote in Case Entry.

When in Case Entry, when I click “Create Quote”, after creating the quote, it brings up the out of the box Quote form and you cannot make any changes to the Quote and there is no Save Icon. Does anyone know how to automatically bring up the newest Quote form after clicking the “Create Quote” in Case Entry that allows you to make changes and save the changes?

Pleae help!

Thanks,
Richard

2

We don’t do much with cases, we create quotes in “quote entry,” but we can and do create a CRM-based case in Case Entry… Sorry if that sounds completely oblique or odd, but I’ve not seen our “cases” used for quotes.

I’m interested to see how this resolves for you.

3

This appears to be another case of a base Epicor form calling a different application via app-open event.

Here’s the base event in App Studio.

Notice the app-open event is opening the QuoteEntry form, but there is no applied layer.

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So, you just need to add your custom layer name(s) here. BUT WAIT, you can’t modify base events. So…

You’ll need to:

  1. Create a custom layer of Case Entry (if you don’t already have one)
  2. Copy this base CreateQuote event. (because you can’t modify the base event)

In your new copied event:

  1. Modify the trigger to override the base event.
  2. Modify the app-open to include your customized quote form layer name.

Publish your new Case Entry layer.

So now your custom Case Entry layer will use your custom CreateQuote event to open your custom Quote Entry form.

I’ve had to do this with MES (start activity, end activity) and there have been other examples as well. Give it a shot and if you get hung up, let us know.

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4

And this issue (from what I’ve experienced, along with others on the forum) is due to a missing EpBinding one or more of the forms.

I would get your custom Quote layer loading first, that’s top priority. And then, if you still don’t have a “Save” icon… review the application tree and make sure the pages aren’t missing their EpBinding:

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Still don’t know what’s causing this, but there have been many people with this issue and we’ve found that something is wiping the bindings off the pages. The Save icon usually comes back when the binding is repaired.

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Or you could contact EpicCare to request a fix.
But first you will have to convince them that

  1. You didn’t do anything custom
  2. This really is an issue
  3. That you don’t need to put in an Idea suggestion to get it to work correctly.

Thanks @dcamlin for showing how to fix this issue vs waiting on Epicor to make the product work

Good luck @R.Zimmer

1 Like
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Thank you for your help David!

Here is what I did.

  1. Already had a custom layer
  2. Copied the base CreateQuote event to a new event linking to the quote layer name.
  3. Copied the base Onclick CreateQuote event to a new event linking to the new CreateQuote event.

I put dialog messages in each of the new events and they never showed up when I clicked on the Create Quote?

Would you be able to help me figure out why?

Also, would you be able to help me

  1. Modify the trigger to override the base event.

Thank you,
Richard

7

What is your trigger for your copied event? Assuming you’re on the latest version, it should look like the below:

image

This way your copied event should fire instead of the base event.

You can watch this in debugger to make sure your event is firing and not the base.

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Thank you 1 million times David. All of the information that you gave me solved my issue. I have been able to have all of my questions answered after posting and I can’t believe what everyone has done to help me. Much appreciated!

Richard

1 Like
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Cheers, Richard. Glad it worked for you!

Were you able to recover your Save Icon as well?

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I did not have to do anything, the save icon was there after following your instructions.

Thank you!

1 Like